Harisi gore rakanaka rekudyara mumasheya, asi bvunza Netflix... Muna Kubvumbi wegore rino, kambani yekushambadzira masevhisi yakazivisa mune yayo Q1 2022 mhinduro kuti yakanga yarasikirwa nevatengi kekutanga mumakore gumi. Iyi nhau inokatyamadza yakaita kuti mutengo wayo wekugovana udonhe 35% muchikamu chimwe chete. Mwedzi mitanhatu yapfuura takanyora chinyorwa tichitsanangura kana Netflix Yakaratidzwa semukana wenguva refu. Uye tave nemhedzisiro ichangoburwa, ngationei kana Netflix inozviratidza seyakanaka stock investment.
Chii chakataurwa neNetflix?
Mukati memakota maviri egore, Netflix yakaramba ichirasikirwa nevanyoreri. Kusvikira pakusvika kwekota yechitatu, uko Netflix yakawana vashandisi vane mamiriyoni e2,4, ichikura mumatunhu ose enyika. Panguva imwecheteyo, yakapfuurawo fungidziro yekukura kwayo uye kufanotaura kwevanoongorora. Izvi zvakaibvumira kuwedzera purofiti yayo nemari. Hofori yeAmerica inotarisira kuwedzera vamwe 4,5 miriyoni vatengi chikamu chino.
Izvi zvaizotungamira sevhisi yekutepfenyura kupera 2022 nevatengi mamirioni mazana maviri nemakumi maviri neshanu, 227,5% kupfuura zvayaive nayo mukupera kwegore rapfuura. Zviripachena kuti haisiriyo kukura kwayakasangana nako panguva yedenda, asi kupenya kwetariro mushure megore rino rakaoma.
Chii chinonzi Netflix chirongwa chekuchinja zvinhu?
1. Kukanzura kunyoreswa kwemitengo kunokurudzirwa
Kukwira kwemitengo yezvinhu zvakakosha kwasundidzira vanhu vazhinji kuti vaderedze mari inoshandiswa, sekunyoreswa kumasevhisi ekutepfenyura. Ichi chokwadi chiri kuita basa rakakura sezvo masevhisi ekutepfenyura anoita kuti zvinyoreso zvidhure, zvichideredza fungidziro yekukura kwekudyara muzvikamu zvechikamu chekushambadzira masevhisi. Mhinduro yeNetflix kumamiriro ezvinhu aya ishanduro yakachipa yebasa rayo rinotsigirwa ne-ad, yainoronga kuburitsa munyika gumi nembiri mwedzi unouya.
Mutengo kuenzaniswa kweNetflix zvirongwa. Kunobva: Bloomberg.
Sekureva kwekambani, kudiwa kwesevhisi nyowani kwakakwira uye inotarisirwa kudzikisa kubviswa kwevatengi uku ichikwezva vashandisi vatsva. Uyezve, pamadhora manomwe pamwedzi, Netflix's ad-inotsigirwa sevhisi ine mutengo wemakwikwi. Ichi chirongwa cheNetflix chinodhura madhora matatu pamwedzi pane iyo inotsigirwa nekushambadzira vhezheni yeHBO Max uye madhora 7 zvishoma pane iri kuuya inotsigirwa neDisney +.
2. Mari inowanikwa pasina muripo nekuda kwekushambadzira
Kubva kuNetflix vanoti vakatowana mazana evashambadziri, vatengesa nzvimbo dzavo zhinji dzekushambadzira sevhisi nyowani isati yatanga munaNovember. Kutengesa kushambadza kunoburitsa sosi nyowani yemari yeNetflix, pasina muripo. Sekureva kwaAmpere, iyo media analytics kambani, Netflix ichawana madhora 5.500 bhiriyoni mumari yekushambadzira yegore negore panosvika 2027.
Netflix inotarisirwa kuburitsa $5.500 bhiriyoni mukushambadzira mari panosvika 2027. Source: Ampere.
3. Ita mari nevanhu vanoshandisa basa racho asi vasingaribhadhari
Pavanobhadhara mamirioni mazana maviri nemakumi maviri nenhatu veNetflix, kune vamwe vanopfuura mamirioni zana vanoshandisa chikuva vasingabhadhare. Urongwa hwekuita mari vaoni ava hwakavakirwa munzira mbiri:
-Tora matanho ekupokana nekugovana password. Izvi zvinofambidzana ne "itsva"profile transfer»izvo zvinoita kuti zvive nyore kune vanokwereta password kuendesa yavo yeNetflix mbiri kune yavo account. Nechiyero ichi vanotarisira kuburitsa vanyori vanobhadhara vakawanda.
-Bvumira vanyoreri kuti vagadzire madiki-akaundi eshamwari dzavo kana mhuri mukutsinhana neimwe muripo wepamwedzi. Nechiyero ichi vanotarisira kuunza mari yakawanda.
Vanyoreri vane huremu pane zvawanikwa here?
Nepo vekudyara vagara vachiongorora Netflix zvichienderana nehuwandu hwevanyoreri iyo inowedzera kota yega yega, kambani inofarira kuongororwa zvichibva pane echinyakare mari metrics. Tichitaura nezvema metrics akadai semari uye purofiti yekushandisa, kunyanya sezvo kukura kwevatengi kunokura mumisika yayo yepakati. Kuti isimbise mazwi ayo, Netflix yakataura kuti haichazopa vanyoreri kufanotaura kune vanoisa mari. Pamberi pemari, iyo itsva ad-inotsigirwa sevhisi uye password-yekugovera maficha anotarisirwa kuita basa rakakura. Asi handizvo zvese, nekuti zvakare iri kuwedzera mu indasitiri yemitambo yemafoni, iyo inomiririra imwe nzira itsva inobvira yekuwana mari. Pakazara, maererano nekufanotaura kweanoongorora, Netflix inotarisirwa kuona mari yayo ichikura pamwero wepagore wekukura (CAGR) we9% pakati pa2022 na2025. Ndiyo nhanho inokurumidza kupfuura avhareji yekambani yeUS.
Kuenzanisa kweCAGR pakati pemakambani akasiyana eAmerica. Kunobva: Finbox.
Kana iri purofiti yekushandisa, Netflix inotarisirwa kuwana pakati pe5.000 bhiriyoni nemadhora mazana matanhatu emadhora gore rino. Uye ichikanda bhara kune vakwikwidzi vayo, kambani yakati vakwikwidzi vayo vari kuisa mari yakawanda kuti vawedzere vanyoreri uye kuti vese vari kurasikirwa nemari mukuyedza, pamwe nekurasikirwa kwekushanda kwakasanganiswa muna 6.000 zvakanaka pamusoro pemadhora gumi emadhora maererano nekufungidzira.
Ko Netflix stock values iri sei izvozvi?
Nhamba dzevanyoreri dziri kuita kushomeka uye vanoisa mari vanofanirwa kutarisa nezvekushandisa purofiti, isu tinofanirwa kuongorora kukosha kweNetflix tichishandisa iyo yemberi mutengo-kune-mubairo (P/E) chiyero. Iyo kambani ikozvino yakakosha 26,3 nguva yekufungidzira kwayo muhoro wemwedzi gumi nemaviri inotevera.
Netflix Stock P/E Ratio. Kunobva: Simplywall.st.
Nhamba iyi yakakwira kupfuura yeDisney's 19,1 nguva. Kuenzaniswa neavhareji yeNasdaq, Netflix ine tarisiro yakasimba yekukura, purofiti iri nani, uye inounza kudzoka kwepamusoro pakuenzana.
Ko Netflix mukana wakanaka wekudyara masheya?
Mushure memwedzi mipfumbamwe yapfuura kubva pakaparara hombe muNetflix migove, isu takaona kuti yakawedzera. Kune rumwe rutivi, zvakatipawo nzvimbo huru yekupinda. Kubva ipapo, kambani yakawedzera zvakare muhuwandu hwevanyoreri uye migove yayo yakakwira kupfuura 60% kubva kune yakaderera yavakasvika muna Chivabvu.
Maonero eNetflix anoramba akanaka. Nekuderera kwehupfumi kungangoita, makambani mazhinji emuAmerica aigona kuona purofiti yavo ichideredzwa. Netflix, kune chikamu chayo, ine nzira dzakawanda dzekuburitsa muhoro wenguva pfupi. Kubva pakutengesa zviziviso, kuita mari nevashandisi vasingabhadhare, kuwedzera kuita nharembozha, kukwidza mitengo... Mushure mezvose, kambani inotarisirwa kuburitsa madhora mabhiriyoni maviri emari yemahara (FCF) Kuyerera kweCash muChirungu) gore rinouya, kana 2.000% yemutengo wayo wemusika. Ndiko kuti, kambani inogona kutenga zvakare 1,7% yezvikamu zvayo gore rinouya, uye zvingangoita gore rega rega, izvo zvinoshandura mune tarisiro yakanaka yekukura mune ramangwana.
Netflix mihoro pachikamu (EPS) budiriro yekufungidzira. Kunobva: Simplywall.st.
Uyezve, kana zvimwe zvese zvikatadza, vaigona kutenga zvakare migove yavo, vachigadzira mihoro pachikamu (EPS) kukura. Parizvino, Netflix inounzwa semukana wakanaka wekudyara mumigove nekuvandudzwa kwese kwainoda kubatanidza. Tichaona mumwedzi inotevera kana yakadhirowewa mumhedzisiro yayo...